- Title: Vice President, Financial Strategies; Principal
- Division: Wealth Management
- Specialties:
- Email: Contact David Verhille
- Office: TrueNorth, Cedar Rapids Office (Headquarters)
- Address:
500 1st St SE,
Cedar Rapids,
IA
52401
- Phone: 319-364-5193, 800-798-4080
- Office Fax: (319) 862-0612
- Biography: As Executive Vice President for the Financial Strategies Division of TrueNorth, Dave Verhille brings more than thirty years of experience in financial planning. He is also an original founder of TrueNorth Companies from when Verhille and Associates merged with Davis Jones Lamb and Insurance Corporation of Iowa. He develops solutions for businesses and individuals in 401Ks, personal financial preparation as well as business continuation plans and tax saving strategies. Dave is a third generation financial service professional.
- Education: Dave received his bachelor's degree at the University of Denver and earned his MBA from the prestigious Wharton School at the University of Pennsylvania.
- Specialty: Dave is a Chartered Financial Consultant, Chartered Life Underwriter, Certified Employee Benefits Specialist and is a member of Kansas City Life's General Agent's Advisory Council. He also serves as a member of the Advanced Life Underwriters and Cedar Rapids Estate Planning Council.
- Designations: ChFC, CLU, CEBS
- Designations Description: Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.
|